Nationwide Insurance logo
Nationwide Insurance

Nationwide Insurance, founded in 1926, is one of the oldest and most well-respected insurance agencies in the United States. Headquartered in Columbus, Ohio, where more than 10,000

Senior Retirement Specialist

Location

United States

Posted

5 days ago

Salary

$68K - $127K / year

Seniority

Senior

No structured requirement data.

Job Description

Senior Retirement Specialist

Nationwide Insurance

Role Description At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements, and retention, requiring teamwork, strategic thinking, and superior relationship management on various levels. If you can collaborate, connect, and communicate to build, grow, and retain important and productive business relationships, we want to know more about you! As a Senior Retirement Specialist, you'll drive sales, provide education, and deliver service for plan participants. You will develop, manage, and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases. Key Responsibilities - Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory. - Assists/supports the Program Director in territory planning, execution strategies, and team building/development activities. - Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth. - Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan. - Helps and supports Program Director, including training on new presentations, product information, and policy or process changes, etc. - Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems. - Leads special projects that may relate to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program. - Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field. - May perform other responsibilities as assigned. Reporting Relationships - Reports to Retirement Services Program Director; no direct reports. Qualifications - Undergraduate studies in related field, insurance, business, marketing, preferred. - FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary. - Three years of related experience in financial, sales, or educational services functions. - Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships. - Ability to effectively navigate political and economic landscapes to achieve business results. - Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. - Strong understanding of the competitive landscape. - Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities. - Excellent sales, communication, and presentation skills required. - Demonstrated ability to effectively manage a territory of clients. Job Conditions - Overtime Eligibility: Exempt (Not eligible) - Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards. Benefits - Medical/dental/vision - Life insurance, short and long term disability coverage - Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date - Nine paid holidays - 8 hours of Lifetime paid time off - 8 hours of Unity Day paid time off - 401(k) with company match - Company-paid pension plan - Business casual attire - And more.

Related Job Pages

More Implementation Specialist Jobs

Keeper Security, Inc. logo

Implementation Specialist, Bilingual – Spanish

Keeper Security, Inc.

Manage, protect and monitor all your organization's passwords, secrets and remote connections with zero-trust security

Full TimeRemoteTeam 501-1,000Since 2011H1B No Sponsor

• Oversee the delivery of Keeper’s software for all customers including initial deployments of new customers and expansion deployments of existing customers. This includes mastery level understanding of our complex line of technical SaaS products • Tailor our solutions to meet the specific needs and objectives of each customer, ensuring a personalized and effective experience • Offer continuous technical support to customers, adeptly troubleshooting issues and efficiently resolving any concerns as they arise. Furthermore, proactively recognize and rectify project-related risks and issues, promptly escalating them to engineering only when required • Communicate with Spanish, and English speaking customers, both verbally and in writing • Maintain accurate records of customer configurations, customizations, and communication to ensure a comprehensive understanding of each implementation • Gather feedback from customers and collaborate with the product development team to improve the functionality and usability of our solutions • Effectively oversee multiple implementation projects concurrently, ensuring their timely delivery within predefined scope • Maintain consistent and transparent communication of project status and progress to internal stakeholders and customers, promptly addressing any arising issues or concerns

Illinois
BusPlanner logo

Implementation Consultant

BusPlanner

All-in-One Student Transportation Platform

Full TimeRemoteTeam 51-200Since 1983H1B No Sponsor

Role Description BusPlanner is building a world-class Projects practice, and we are looking for driven, talented, and passionate Implementation Consultants to join our journey. This is a unique opportunity to be a part of a growing team as we strive to make a positive impact in the world of school bus transportation. What you will do: - Lead end-to-end client onboarding projects, building and managing detailed project timelines to ensure a smooth and transparent implementation journey. - Deliver clear, proactive, and client-friendly communication at every stage, and coordinate across Technical Solutions, GIS, and Development teams to keep deliverables, dependencies, and milestones aligned. - Own and execute data migration workflows—cleansing, validating, transforming, and importing client data using Excel and AI-powered tools to drive accuracy and efficiency. - Conduct product training and presentations for transportation directors, route planners, and other stakeholders, both online and in-person (must be able to travel). - Become a trusted industry and product expert who guides clients through change management, and continuously explore AI tools and automation to streamline processes and improve data quality. What success in this role looks like: - Your clients feel informed, supported, and confident throughout the entire implementation journey - no surprises, no confusion. - Data migrations are executed accurately and on time, with minimal back-and-forth or rework. - Cross-functional teams enjoy working with you because you keep projects organized and communication clear. - Clients go live feeling excited about using BusPlanner. - You actively contribute ideas that make the implementation process better for the next client. You’ll likely do well in this role if you: - Like owning outcomes, not waiting for direction. - Enjoy turning messy information into structured plans. - Communicate early, clearly, and often rather than hoping problems fix themselves. - Care about client experience as much as technical accuracy. - Naturally look for ways to make the next project easier than the last. This probably isn’t the right fit if you: - Prefer narrowly defined tasks instead of end-to-end ownership. - Dislike ambiguity or need every answer before starting. - Want minimal client interaction. - Feel drained by explaining the same concept in different ways to different audiences. - Focus only on finishing your work rather than improving the process. - Are uncomfortable balancing multiple projects at once. Qualifications - Prior experience in software implementations, client onboarding, or similar project management roles (bonus points for familiarity with public sector clients). - Strong project management and problem-solving skills in cross-functional settings. - Excellent written and verbal communication skills—you can make the complex feel simple. - Comfort working with data in Excel and an eagerness to leverage AI tools in your day-to-day work. - Passion for customer experience and helping your clients succeed.

Canada
Full TimeRemoteTeam 51-200Since 1979H1B No Sponsor

• Deliver compliant and high-quality product installation and setup • Provide technical configurations and customer training • Collaborate within Cadwell’s Technical Installation team • Improve customer 'go-live' experiences and Installation Team efficiency • Document technical installation issues and recommendations

United States
$80K - $100K / year

Role Description The Expansion Development Specialist is responsible for driving Associate Chapters from initial operations through successful chartering by providing structured training, accountability, performance tracking, and ongoing operational support. This role works directly with chapters to develop leadership, implement effective systems, and ensure all Associate Chapters achieve long-term sustainability. - Lead the development of Associate Chapters through structured coaching and accountability, working directly with chapter leadership (particularly the High Alpha) to drive progress toward chartering. - Develop and execute a comprehensive chapter support plan, including meeting cadence, Strategy & Support required programming (S&S’s), training delivery, and coordination of on-site visits. - Train and support chapters in executing effective recruitment strategies, including pipeline development, candidate evaluation, and guiding potential new members through the recruitment process. - Collaborate cross-functionally with Recruitment Coordinators and Office of Administration (OOA) team members to align recruitment efforts with chapter development and growth objectives. - Connect Associate Chapters with relevant Office of Administration resources, educational programming, and operational support tools to strengthen chapter performance and leadership development. - Manage key stakeholders for Associate Chapters—including Alumni Advisors, campus partners, and OOA staff—by delivering consistent, professional communication through email, virtual meetings, and reporting on chapter progress and performance to ensure alignment. - Support and facilitate programming related to leadership development, Fraternity education, Ritual, and health and wellness initiatives. - Collaborate with the People Development team, Chapter Support Specialists, and other Office of Administration staff to ensure Associate Chapters receive coordinated support, consistent communication, and alignment with broader Fraternity initiatives and standards. - Coordinate and execute operational responsibilities related to the expansion and development process, including both virtual and on-site engagement. - Perform other related duties as assigned. Qualifications - Knowledge of fraternity/sorority life and Chapter operations. - Experience working within Microsoft Office Suite, Zoom, Salesforce, and Monday.com preferred. - Lambda Chi Alpha membership preferred, but not required. Requirements - Maintain ≥90% engagement rate in scheduled leadership meetings, with consistent completion of agreed-upon action items. - 80% of Members in Associate Chapters complete Ideal Man Programming. - 80% of eligible officers complete assigned Stead Leadership College programs and earn corresponding badges. - Percentage of assigned Associate Chapters on track to achieve chartering within the expected timeline. - Percentage of Associate Chapters meeting defined operational health benchmarks (membership, officer structure, recruitment activity, and programming completion). - Associate Chapter recruitment performance against project-specific goals (leads, bids, and initiations). - Associate Chapter member retention rates across academic terms. Benefits - Salary and compensation commensurate with education and experience. - Comprehensive health plans. - 401k with employer match. - Paid leave. - Laptop and cell phone. - Extended holiday break in December. Physical Demands and Work Environment This position requires approximately 25% travel, including periodic on-site visits, conferences, and multi-day assignments related to expansion projects. The employee must occasionally lift and/or move more than 10 pounds.

United States